Windward Private Wealth Management Inc.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Overland Park, KS
CIK
0001835866
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 47 221,044 13F-HR 11/6/2023 000122107323000079 Windward Private Wealth Management Inc.
Q2 2023 46 225,713 13F-HR 7/20/2023 000122107323000053 Windward Private Wealth Management Inc.
Q1 2023 46 234,344 13F-HR 4/24/2023 000122107323000032 Windward Private Wealth Management Inc.
Q4 2022 47 225,740 13F-HR 1/25/2023 000122107323000002 Windward Private Wealth Management Inc.
Q3 2022 48 207,729 13F-HR 10/26/2022 000122107322000079 Windward Private Wealth Management Inc.
Q2 2022 45 217,618 13F-HR 7/18/2022 000122107322000050 Windward Private Wealth Management Inc.
Q1 2022 46 242,158 13F-HR 5/10/2022 000122107322000038 Windward Private Wealth Management Inc.
Q4 2021 46 259,156 13F-HR 2/7/2022 000122107322000014 Windward Private Wealth Management Inc.
Q3 2021 45 245,843 13F-HR 10/29/2021 000122107321000106 Windward Private Wealth Management Inc.
Q2 2021 45 243,714 13F-HR 7/29/2021 000122107321000080 Windward Private Wealth Management Inc.
Q1 2021 45 225,346 13F-HR 5/5/2021 000122107321000055 Windward Private Wealth Management Inc.
Q4 2020 43 214,056 13F-HR 1/26/2021 000108514621000254 Windward Private Wealth Management Inc.